Equity Lifestyle Properties, Inc. $ELS Position Trimmed by Swiss National Bank

Posted by Brenda Bartman on Jul 24th, 2026

Swiss National Bank trimmed its holdings in shares of Equity Lifestyle Properties, Inc. (NYSE:ELS – Free Report) by 25.2% during the first quarter, according to its most recent Form 13F filing with the SEC. The firm owned 364,300 shares of the real estate investment trust’s stock after selling 122,571 shares during the period. Swiss National Bank’s holdings in Equity Lifestyle Properties were worth $22,740,000 as of its most recent SEC filing.

A number of other large investors also recently modified their holdings of ELS. Price T Rowe Associates Inc. MD boosted its holdings in shares of Equity Lifestyle Properties by 303.9% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 15,948,613 shares of the real estate investment trust’s stock valued at $966,648,000 after buying an additional 11,999,874 shares during the period. Daiwa Securities Group Inc. raised its stake in Equity Lifestyle Properties by 253.7% during the third quarter. Daiwa Securities Group Inc. now owns 3,147,048 shares of the real estate investment trust’s stock worth $191,025,000 after acquiring an additional 2,257,299 shares during the period. Cohen & Steers Inc. raised its stake in Equity Lifestyle Properties by 26.8% during the fourth quarter. Cohen & Steers Inc. now owns 10,614,040 shares of the real estate investment trust’s stock worth $643,331,000 after acquiring an additional 2,246,622 shares during the period. Norges Bank bought a new position in Equity Lifestyle Properties in the fourth quarter worth about $125,352,000. Finally, Royal London Asset Management Ltd. lifted its holdings in Equity Lifestyle Properties by 1,520.4% in the second quarter. Royal London Asset Management Ltd. now owns 1,771,803 shares of the real estate investment trust’s stock worth $109,267,000 after acquiring an additional 1,662,458 shares during the last quarter. 97.21% of the stock is currently owned by institutional investors.

Analysts Set New Price Targets

ELS has been the subject of several recent research reports. Odeon Capital Group set a $65.00 target price on Equity Lifestyle Properties in a report on Thursday, July 9th. Wells Fargo & Company cut their price target on Equity Lifestyle Properties from $70.00 to $69.00 and set an “equal weight” rating on the stock in a report on Monday, June 1st. Truist Financial set a $67.00 price objective on Equity Lifestyle Properties and gave the company a “hold” rating in a research report on Tuesday, May 5th. Robert W. Baird upped their price objective on Equity Lifestyle Properties from $73.00 to $74.00 and gave the stock an “outperform” rating in a research note on Wednesday, April 22nd. Finally, Jefferies Financial Group raised Equity Lifestyle Properties to a “strong-buy” rating in a research report on Wednesday. One analyst has rated the stock with a Strong Buy rating, seven have given a Buy rating, eight have issued a Hold rating and one has issued a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock presently has an average rating of “Hold” and a consensus target price of $68.70.

Get Our Latest Report on Equity Lifestyle Properties

Trending Headlines about Equity Lifestyle Properties

Here are the key news stories impacting Equity Lifestyle Properties this week:

Positive Sentiment: Equity Lifestyle Properties reported second-quarter FFO of $0.74 per share, topping the Zacks consensus estimate of $0.72, and revenue of about $397.8 million, which also came in above expectations. Article Title
Positive Sentiment: Jefferies Financial Group upgraded ELS to “strong-buy,” signaling improving sentiment from at least one analyst following the earnings release. Article Title
Neutral Sentiment: Management issued third-quarter EPS guidance of $0.76 to $0.82 and full-year 2026 EPS guidance of $3.13 to $3.23, both roughly in line with Wall Street expectations, suggesting a steady outlook rather than a major surprise. Article Title
Neutral Sentiment: Analysts remain split on the stock, with coverage noting conflicting views on Equity Lifestyle Properties, which may limit the upside even after the earnings beat. Article Title
Negative Sentiment: Despite the better FFO result, reported quarterly EPS of $0.50 missed the $0.72 consensus estimate, highlighting some pressure on earnings quality. Article Title

Equity Lifestyle Properties Price Performance

NYSE ELS opened at $66.22 on Friday. The company has a 50-day moving average price of $63.59 and a two-hundred day moving average price of $64.17. Equity Lifestyle Properties, Inc. has a 52 week low of $58.15 and a 52 week high of $69.00. The stock has a market cap of $12.84 billion, a price-to-earnings ratio of 31.84, a price-to-earnings-growth ratio of 3.98 and a beta of 0.66. The company has a current ratio of 0.04, a quick ratio of 0.04 and a debt-to-equity ratio of 0.29.

Equity Lifestyle Properties (NYSE:ELS – Get Free Report) last released its quarterly earnings results on Wednesday, July 22nd. The real estate investment trust reported $0.50 earnings per share for the quarter, missing analysts’ consensus estimates of $0.72 by ($0.22). The business had revenue of $397.81 million for the quarter, compared to the consensus estimate of $383.66 million. Equity Lifestyle Properties had a net margin of 25.92% and a return on equity of 22.31%. The business’s quarterly revenue was up 5.5% on a year-over-year basis. During the same period last year, the firm posted $0.69 EPS. Equity Lifestyle Properties has set its FY 2026 guidance at 3.130-3.230 EPS and its Q3 2026 guidance at 0.760-0.820 EPS. Analysts forecast that Equity Lifestyle Properties, Inc. will post 3.18 EPS for the current year.

Equity Lifestyle Properties Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Friday, July 10th. Shareholders of record on Friday, June 26th were paid a dividend of $0.5425 per share. The ex-dividend date of this dividend was Friday, June 26th. This represents a $2.17 annualized dividend and a yield of 3.3%. Equity Lifestyle Properties’s payout ratio is presently 104.33%.

Equity Lifestyle Properties Profile

(Free Report)

Equity Lifestyle Properties, Inc (NYSE: ELS) is a publicly traded real estate investment trust specializing in the acquisition, development, ownership and operation of manufactured home communities and recreational vehicle resorts. The company’s portfolio includes more than 450 properties across the United States and Canada, serving over 200,000 residents and visitors. ELS organizes its operations into two primary segments: manufactured housing communities, which provide long-term housing solutions, and upscale RV and seasonal resorts designed for leisure travelers and seasonal patrons.

In its manufactured home division, ELS offers home-site leases combined with community amenities such as landscaped common areas, clubhouses, swimming pools and organized resident events.